Thomas Degnan
Thomas Degnan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boston, MA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
100 Federal St, Retirement & Personal Wealth Solutions, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ss&c Market Services, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Fidelity Brokerage Services LLCBroker
Ing Investment Advisors, LLCBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Walnut Street Securities, INC.Broker
Bankboston Investor Services, INC.Broker
New England Funds, L.P.Broker
Quest for Value DistributorsBroker
Federated Securities CORP.Broker
Eaton Vance Distributors, INC.Broker
First Investors CorporationBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.